Ulland Investment Advisors, LLC

Position in UNH — Unitedhealth Group Inc

CIK 1911497 MINNEAPOLIS, MN

Position in UNH

as of Jun 30, 2026 · filed Jul 16, 2026 Compact

Position Value

$2,462,192

+$830,805 QoQ

Shares Held

5,924

-1.7% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

2.71%

of 13F equity value

Holder Rank

#1,294

of 3,349 holders

Holding Since

Dec 2021

19 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Healthcare · as of Jun 30, 2026

Ulland Investment Advisors, LLC holds $2,463,329 across 2 Healthcare Plans names. UNH ranks #1 (100.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)	Open
1	UNH	Unitedhealth Group Inc This page	5,924	$2,462,192
2	CVS	CVS HEALTH Corp	11	$1,137

19 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,462,192	5,924	-1.7%	Shares	Sole	2026-07-16
2026-03-31	$1,631,387	6,029	-6.1%	Shares	Sole	2026-04-27
2025-12-31	$2,120,296	6,423	-14.7%	Shares	Sole	2026-01-08
2025-09-30	$2,600,454	7,531	+1.2%	Shares	Sole	2025-11-13
2025-06-30	$2,321,368	7,441	-20.5%	Shares	Sole	2025-07-24
2025-03-31	$4,900,205	9,356	-25.1%	Shares	Sole	2025-04-15
2024-12-31	$6,315,662	12,485	+1.2%	Shares	Sole	2025-01-16
2024-09-30	$7,210,273	12,332	-3.8%	Shares	Sole	2024-10-15
2024-06-30	$6,526,166	12,815	-1.5%	Shares	Sole	2024-07-16
2024-03-31	$6,434,068	13,006	-1.8%	Shares	Sole	2024-04-25
2023-12-31	$6,975,201	13,249	-1.6%	Shares	Sole	2024-01-16
2023-09-30	$6,785,893	13,459	-0.8%	Shares	Sole	2023-10-23
2023-06-30	$6,522,284	13,570	+1.0%	Shares	Sole	2023-07-20
2023-03-31	$6,352,082	13,441	-1.5%	Shares	Sole	2023-04-17
2022-12-31	$7,232,185	13,641	-1.5%	Shares	Sole	2023-01-31
2022-09-30	$6,997,329	13,855	-0.1%	Shares	Sole	2022-10-12
2022-06-30	$7,126,616	13,875	-6.1%	Shares	Sole	2022-07-25
2022-03-31	$7,535,826	14,777	+1.1%	Shares	Sole	2022-05-09
2021-12-31	$7,342,793	14,623	—	Shares	Sole	2022-02-16
No filing history on record for this holder in this stock.